sam stribling's avatar
$116.5m follower assets
Portfolio Update!
Well it is still tough sledding out there especially for my growth names but I am staying the course. I am long term focused and have held some of these names almost 10 years now so you won’t see me turning paper losses into realized losses anytime soon. That said, there have been a few bright spots to highlight!

  1. $CHPT has been benefiting on the back of the energy transition and need for charging stations for all the EV’s on the road and coning in the future as their popularity continues to grow with consumers.

  1. $O - I started a position here thanks to a friend @investor_from_nepal and have it set to DRIP (dividend reinvestment program). I plan to let this compound for at least 5 years. Hope to give the portfolio some stability via regular (monthly) dividend income.

  1. $WING - has been a very strong performer for me. An underrated stock in my opinion. I chose them based on some research I did on their ability to tackle supply chain issues during and after the pandemic. They moved from simply buying wings to the entire bird. Started selling dark meat and thighs and now are using the rest of the meat to create a new line of chicken sandwiches. Overall I am very impressed with their leadership and creativity to strengthen their business with new offerings in an overall challenging environment.
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$CHPT most underrated characteristic
In their latest investor presentation, $CHPT conveyed that 49% of its revenues are recurring in nature. They're mostly from software and a smaller portion of it is from the management of their charging stations.

They don't seem to make any money from the charging activities itself.
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What to watch for the week beginning 5/30/22
Get prepared to take on the market this week by checking out my watchlist. It details some potential catalysts I’m personally most interested in for the week beginning May 30th. Hopefully this graphic can help you navigate your investing and trading decisions. Feel free to save it for reference, share it in your trade groups and repost it on your social media page. Also be sure to follow me for more.

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April 2022 Bloodbath - Names Down >30% Since April 1
April 2022 was one of the worst market months of all time. In fact, it was the worst since October 2008. Here are 100 stocks down >30% since April 1:


Visit highsandlows.substack.com
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Alberto Wallis's avatar
$22.8m follower assets
Upcoming Earnings Calendar (Feb 28th - Mar 4th)
Hey guys! Here's the upcoming earnings calendar! Two of my holdings, $SE and $SOFI report next week, so I'll be paying significant attention to both. Other than that, I'm also interested in seeing what retailers like $TGT $BBY and $COST have to say about supply chain issues and inflation.

Good luck to everyone!

If you'd like an easier way to track earnings dates, you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.

MON:


TUE:


WED:


THU:


FRI:
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